Botanix Pharmaceuticals Limited · ASX:BOT
Botanix Pharmaceuticals — Non-Deal Roadshow (July 2017)
28 slides from Botanix Pharmaceuticals's roadshow presentation, Jul 11, 2017
Slide 1: ASX/Media Release: Non-Deal Roadshow Presentation
ASX/Media Release 11 July 2017 For personal use only Non-Deal Roadshow Presentation Sydney, 11 July 2017: Medical dermatology company Botanix Pharmaceuticals Limited (“Botanix” or the “Company”) is pleased to release a new corporate overview, to be presented to investors as part of a non-deal roadsh
Slide 2: Non-Deal Roadshow Investor Presentation July 2017
For personal use only Non-Deal Roadshow Investor Presentation July 2017
Slide 3: Investment highlights
+Investment highlights For personal use only Botanix is one of the most compelling emerging companies on the ASX ▪ Targeting a multi-billion dollar market for acne treatments with no new Dermatology products approved in the last 20 years Focused ▪ Not typical biotech – much faster development pathwa
Slide 4: Corporate overview
+Corporate overview For personal use only Medical dermatology company with a clear path to commercialisation and a highly aligned Board and management team Trading information Share price performance Share price (7-Jul-17) A$0.046 Share price (A$) Volume (m) 52 week low / high A$0.026 / A$0.075 0.08
Slide 5: Senior leadership: track record of success
+Senior leadership: track record of success For personal use only Proven industry professionals with experience in rapid development of pharmaceuticals Mr Matthew Callahan corporate + IP 20+ FDA approved Executive Director products ▪ Developed 3 products to date that have received FDA approval, 1 pe
Slide 6: Multiple near term milestones from pipeline
+Multiple near term milestones from pipeline For personal use only De-risked pipeline of dermatology products, with deals on the PermetrexTM technology to augment revenue and news flow in the near term Product Candidate Indication Pre-Clin Phase 1 Phase 2 Next Milestones Phase 1b Acne Moderate to BT
Slide 7: Why are we focused first on acne?
+Why are we focused first on acne? For personal use only Global prescription market expected to grow to >US$4.5bn by 2018 and is only a subset of the global dermatology opportunity Global prescription acne product revenues (topical Annual topical prescription acne product revenues and oral treatment
Slide 8: How does BTX 1503 work to treat acne?
+ How does BTX 1503 work to treat acne? For personal use only BTX 1503 utilises synthetic cannabidiol combined with a novel skin delivery technology Attacks P. Acnes Reduces bacteria Inflammation Switches off excess Retards formation production of of sebum “plugs” sebum Source: Cannabidiol exerts se
Slide 9: BTX 1503 Phase 1a clinical trial results
+BTX 1503 Phase 1a clinical trial results For personal use only BTX 1503 utilises synthetic cannabidiol combined with a novel skin delivery technology Safety, Tolerability and Irritation Effective delivery into and deposition in the skin BTX 1503 displayed an excellent safety profile Permetrex™
Slide 10: BTX 1503 key advantage 1: synthetic material
+BTX 1503 key advantage 1: synthetic material For personal use only Use of synthetic cannabidiol greatly increases the chance of clinical success and regulatory approval - at a much lower COGS than naturally extracted material Synthetic cannabidiol Naturally extracted cannabidiol 1 chemical 100+ che
Slide 11: BTX 1503 key advantage 2: drug delivery
+BTX 1503 key advantage 2: drug delivery For personal use only PermetrexTM technology drives synthetic cannabidiol directly into the skin – oral administration only delivers ~6% to the blood Unmodified Drug With Permetrex™ Epidermis Dermis Botanix holds the exclusive rights to utilise PermetrexTM fo
Slide 12: BTX 1503 market positioning
+BTX 1503 market positioning For personal use only BTX 1503 has the potential to be the market leading product for acne treatment with no undesirable side effects Market landscape for acne treatments1 ▪ BTX 1503 has multiple mechanisms of action that directly treat the key pathogenic factors causing
Slide 13: BTX 1503 accelerated clinical development
+BTX 1503 accelerated clinical development For personal use only Botanix is pursuing a rapid clinical development strategy to minimise product commercialisation timing and accelerate to first revenues ▪ First enrolment of Phase Ib acne pilot study expected to commenced in August 2017, with study dat
Slide 14: Clinical development pipeline
+Clinical development pipeline For personal use only Development pipeline also includes other synthetic cannabidiol clinical products targeting key dermatology markets BTX 1204: dermatitis BTX 1308: psoriasis ▪ Target market: US patient ▪ Target market: 7.5 million incidence estimated to be 31 Ameri
Slide 15: Non-cannabidiol pipeline advancing quickly
+Non-cannabidiol pipeline advancing quickly For personal use only Development pipeline includes a PermetrexTM enabled product with near term revenue potential - could be developed and marketed without FDA approval Product overview Indicative development timeline for BTX 1701 Q2 2017 Q3 2017 Q4 2017
Slide 16: Permetrex collaborations advancing
+Permetrex™ collaborations advancing For personal use only Third party dermatology companies working with Botanix to solve drug delivery problems for their molecules Early collaborations leading to license discussions ▪ Many companies have challenges formulating drugs for delivery into the skin ▪ Bo
Slide 17: Botanix key catalysts
+Botanix key catalysts For personal use only Significant operational milestones expected over the next 9 months, as Botanix advances BTX 1503, broader pipeline and corporate development Q3 Q4 Q1 Indicative activities and milestones CY2017 CY2017 CY2018 Phase Ib acne patient pilot study BTX 1503 FDA
Slide 18: Appendix
For personal use only + Appendix
Slide 19: Botanix Board of Directors
+Botanix Board of Directors For personal use only Highly credentialed Board of Directors with a proven record of building and leading successful pharmaceuticals businesses Graham Griffiths Matthew Callahan Dr Bill Bosch Rob Towner Chairman Executive Director Executive Director Director Appointed Jul
Slide 20: Botanix executive management
+Botanix executive management For personal use only Highly credentialed clinical development team with extensive expertise in leading novel products through clinical and regulatory development Mr Mark Davis Dr Michael Thurn Dr Gene Cooper VP Clinical and Regulatory Chief Operating Officer Consultant
Slide 21: Strategic and commercialisation focus
+Strategic and commercialisation focus For personal use only Primary strategy is commercialising BTX 1503, with a supportive pipeline of other medical dermatology products and opportunities for near term revenue generation Active pharmaceutical Cannabidiol Botanix product BTX 1503 BTX 1701 Permetrex
Slide 22: Recent corporate and product development
+Recent corporate and product development For personal use only Recent corporate developments have provided a strong platform for Botanix to accelerate its clinical development program Corporate milestones Mar 2016 Jul 2016 Jul 2016 to Feb 2017 Feb 2017 Mar 2017 Apr 2017 Pre-RTO: Bone Completed RTO
Slide 23: Accelerated development timeline
+Accelerated development timeline For personal use only Botanix is executing on an efficient, more economical and less risky clinical development strategy compared to traditional pharmaceutical development pathways Botanix’s accelerated clinical timeline Proven ability to execute: Achieved since lis
Slide 24: Commercialisation strategy
+Commercialisation strategy For personal use only Botanix’s focused and accelerated timeline to product commercialisation results in significant potential value uplift Efficient commercialisation path with multiple options Value uplift Significant value uplift potential at the ▪ Continued clinical d
Slide 25: Valuable intellectual property portfolio
+Valuable intellectual property portfolio For personal use only Botanix has protected its suit of development products through various patent applications across key global markets Expanded patent applications for BTX 1503 and other PermetrexTM ▪ Botanix currently has 12 patent applications enabled
Slide 26: Recent dermatology transactions
+Recent dermatology transactions For personal use only Licensing and partnering transactions are potential monetisation options before product sales, with value increasing significantly as a product progress through the FDA process Dermatology transactions US$5,200m Licensing deals US$790m Total upf
Slide 27: International landscape
+International landscape For personal use only Botanix represents a significant value accretive opportunity when compared to key global peers with positive Phase I and Phase II data Market capitalisation of key international peers1 Zynerba share price performance (US$) 24 US$1.2bn Announced positive
Slide 28: Disclaimer
+Disclaimer For personal use only This presentation prepared by Botanix Pharmaceuticals Limited ("Company") does not constitute, or form part of, an offer to sell or the solicitation of an offer to subscribe for or buy any securities, nor the solicitation of any vote or approval in any jurisdiction,
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